Privately Owned
We have an immediate interest not only in our customer's satisfaction, but
in our reputation as well. We realize the importance of our reputation
and work to insure that all of our clients' needs are being addressed in a
timely manner. Some firms may struggle with the turnover of registered
representatives, leading to a number of different advisors throughout the
years. At WWK, this is not only our "job"; it is our career.
Specialized Client Services
At WWK, every client is important regardless of size. We currently handle about
40 corporate retirement plans, ranging in size from 2 to 1900 employees.
Every client matters!
Refined Focus
Over the past decade, we have eliminated our individual securities
division. This allows us to significantly increase the time tracking the
performance of mutual fund and variable annuity products. We are also
focused on making sure that the asset allocation for each client fits
their individual investment objective.
 Independent Intermediary
At WWK, we maintain a completely independent view. We pride ourselves on
placing our clients' best interest first. Our integrity is our greatest
asset.
- No Proprietary Products - Many large brokerage firms have proprietary
products. We feel this causes a conflict of interest. These companies
and their brokers may have a financial interest in selling these
products.
- No Revenue Sharing - WWK does not accept any revenue sharing from any
mutual fund or insurance companies, nor do we have any financial
allegiances to any money management firms. Our approved list of fund
families is based solely on the results of our Investment Selection
Process.
|
